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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
626
Private Capital Group
Connecticut
$71K -$10.7K -180 -13%
KCM
627
Karp Capital Management
California
$67K +$65.1K +1,090 New
BOPW
628
Brandywine Oak Private Wealth
Pennsylvania
$66K +$65.1K +1,091 New
WT
629
Whittier Trust
California
$64K – – –
SA
630
SRH Advisors
Kansas
$63K – – –
VFA
631
Valeo Financial Advisors
Indiana
$60K -$261K -4,364 -82%
JCM
632
Jacobi Capital Management
Pennsylvania
$60K – – –
CB
633
Community Bank
New York
$60K +$37K +620 +169%
OC
634
Oakworth Capital
Alabama
$59K – – –
TNBTD
635
Trustmark National Bank Trust Department
Mississippi
$57K – – –
RFM
636
Royal Fund Management
Florida
$57K +$358 +6 +0.6%
1IA
637
1834 Investment Advisors
Wisconsin
$56K +$13.1K +220 +31%
GLI
638
Guardian Life Insurance
New York
$52K – – –
CTC
639
Central Trust Company
Missouri
$52K +$13.3K +223 +35%
TIM
640
Tortoise Investment Management
New York
$51K – – –
ClearBridge Investments
641
ClearBridge Investments
New York
$50K – – –
KA
642
Kaizen Advisory
Illinois
$50K +$11.4K +191 +30%
JA
643
JOYN Advisors
Georgia
$48K +$2.63K +44 +6%
ME
644
McIlrath & Eck
Washington
$48K +$16.9K +283 +56%
HFM
645
Hartford Financial Management
Connecticut
$47K – – –
PFBT
646
Parkside Financial Bank & Trust
Missouri
$47K +$836 +14 +2%
BWM
647
BerganKDV Wealth Management
Minnesota
$43K – – –
HRC
648
Hoertkorn Richard Charles
$42K – – –
DWM
649
Doyle Wealth Management
Florida
$42K +$41.4K +694 New
TSW
650
Thompson Siegel & Walmsley
Virginia
$41K – – –